PortfoliosLab logo
Bar Harbor Bankshares (BHB)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0668491006

CUSIP

066849100

IPO Date

Sep 23, 1997

Highlights

Market Cap

$456.90M

EPS (TTM)

$2.84

PE Ratio

10.50

Total Revenue (TTM)

$199.11M

Gross Profit (TTM)

$162.19M

EBITDA (TTM)

$26.86M

Year Range

$23.80 - $37.80

Target Price

$32.50

Short %

0.64%

Short Ratio

2.01

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BHB vs. TMP BHB vs. VOO
Popular comparisons:

Performance

Performance Chart


Loading data...

Returns By Period

Bar Harbor Bankshares (BHB) returned 1.86% year-to-date (YTD) and 22.07% over the past 12 months. Over the past 10 years, BHB returned 6.10% annually, underperforming the S&P 500 benchmark at 10.69%.


BHB

YTD

1.86%

1M

11.12%

6M

-15.73%

1Y

22.07%

5Y*

16.82%

10Y*

6.10%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of BHB, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.60%2.31%-8.16%0.47%4.15%1.86%
2024-10.39%-3.04%5.00%-5.29%5.96%2.32%18.90%1.38%-3.81%4.25%12.90%-15.03%8.63%
2023-3.03%-3.04%-11.45%-6.24%-3.53%4.27%10.84%-8.09%-4.87%5.88%4.88%13.05%-4.45%
20225.56%-5.11%-0.45%-8.77%5.44%-5.10%12.03%-1.36%-6.39%13.16%1.75%5.85%14.76%
2021-4.78%31.27%5.11%-2.58%7.06%-5.98%0.07%-3.51%2.37%5.88%-3.07%1.26%32.33%
2020-13.35%-6.29%-15.38%6.37%8.69%13.54%-11.21%2.97%1.43%-0.63%13.89%-2.00%-7.23%
20196.69%8.77%0.19%1.58%-9.34%12.53%-4.51%-12.23%12.96%0.48%3.23%-0.97%17.16%
20183.78%-2.66%2.29%5.41%3.83%0.50%-4.36%2.35%-2.48%-10.97%1.41%-12.83%-14.61%
2017-8.45%-1.01%16.45%-6.92%-5.65%6.75%-9.51%-5.17%19.42%-3.60%-5.08%-5.23%-12.08%
20160.81%-3.83%0.39%4.45%-2.07%4.19%4.50%1.11%-0.22%-1.01%22.15%7.40%42.03%
2015-4.06%5.94%0.84%8.17%5.83%-4.24%-3.19%-2.57%-3.53%10.50%-0.51%-1.40%10.81%
2014-4.75%0.66%0.92%-2.01%2.25%9.76%-2.08%4.29%2.48%0.59%5.59%4.95%24.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BHB is 71, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BHB is 7171
Overall Rank
The Sharpe Ratio Rank of BHB is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BHB is 6969
Sortino Ratio Rank
The Omega Ratio Rank of BHB is 6666
Omega Ratio Rank
The Calmar Ratio Rank of BHB is 8181
Calmar Ratio Rank
The Martin Ratio Rank of BHB is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bar Harbor Bankshares (BHB) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Bar Harbor Bankshares Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.57
  • 5-Year: 0.44
  • 10-Year: 0.16
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Bar Harbor Bankshares compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Bar Harbor Bankshares provided a 3.89% dividend yield over the last twelve months, with an annual payout of $1.20 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.


2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.20$1.18$1.10$1.02$0.94$0.88$0.86$0.79$0.75$0.73$0.67$0.60

Dividend yield

3.89%3.86%3.75%3.18%3.25%3.90%3.39%3.51%2.76%2.30%2.93%2.83%

Monthly Dividends

The table displays the monthly dividend distributions for Bar Harbor Bankshares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.30$0.00$0.00$0.00$0.30
2024$0.00$0.28$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$1.18
2023$0.00$0.26$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$1.10
2022$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.26$0.00$1.02
2021$0.00$0.22$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.94
2020$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.88
2019$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.86
2018$0.00$0.19$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.79
2017$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.75
2016$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.73
2015$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.67
2014$0.14$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.60

Dividend Yield & Payout


Dividend Yield

Bar Harbor Bankshares has a dividend yield of 3.89%, which is quite average when compared to the overall market.

Payout Ratio

Bar Harbor Bankshares has a payout ratio of 42.51%, which is quite average when compared to the overall market. This suggests that Bar Harbor Bankshares strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Bar Harbor Bankshares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bar Harbor Bankshares was 54.36%, occurring on Apr 16, 2020. Recovery took 221 trading sessions.

The current Bar Harbor Bankshares drawdown is 17.83%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.36%Apr 3, 2017765Apr 16, 2020221Mar 3, 2021986
-53.14%Dec 8, 1997584Mar 31, 2000904Nov 6, 20031488
-42.5%Oct 25, 2007344Mar 9, 200977Jun 26, 2009421
-33.36%Dec 19, 202294May 4, 2023300Jul 16, 2024394
-28.25%Aug 20, 2009217Jun 30, 2010433Mar 19, 2012650

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bar Harbor Bankshares over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Bar Harbor Bankshares, comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


0.500.600.700.800.9020212022202320242025
0.68
0.68
Actual
Estimate

Valuation

The Valuation section provides an overview of how Bar Harbor Bankshares is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BHB, comparing it with other companies in the Banks - Regional industry. Currently, BHB has a P/E ratio of 10.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BHB compared to other companies in the Banks - Regional industry. BHB currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BHB relative to other companies in the Banks - Regional industry. Currently, BHB has a P/S ratio of 3.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BHB in comparison with other companies in the Banks - Regional industry. Currently, BHB has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items